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CRD#: 153322
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AMERICAN ELM DISTRIBUTION PARTNERS, LLC is located at 155 Fleet Street, Portsmouth, NH 03801 and was first established at Boston, Delaware in 01/14/2010. After operating for 16 years, AMERICAN ELM DISTRIBUTION PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AMERICAN ELM DISTRIBUTION PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. AMERICAN ELM DISTRIBUTION PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AMERICAN ELM DISTRIBUTION PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AMERICAN ELM DISTRIBUTION PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AMERICAN ELM DISTRIBUTION PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for AMERICAN ELM DISTRIBUTION PARTNERS, LLC Comes From

Understanding the Statistics for AMERICAN ELM DISTRIBUTION PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
155 Fleet Street, Portsmouth, NH 03801
Mailing Address
155 Fleet Street, Portsmouth, NH 03801
Firm Size
Small
Phone Number
(603) 766-4924
Established
Delaware since 01/14/2010
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
IDP HOLDINGS, INCMEMBER
GRANITE ISLAND HOLDINGS, LLCMEMBER
MURRAY, JESSICA LEECHIEF COMPLIANCE OFFICER4675076
PONTICELLO, MICHAEL CARLCEO & PRESIDENT4851169
RYAN, KIMBERLY ANNFINOP4316310

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Advisor's working at AMERICAN ELM DISTRIBUTION PARTNERS, LLC

TP

Tyler Joseph Prescott

Tyler J Prescott
IAR
RR
CRD#: 7211890
Location:
Omaha, NE 68022
Company:
IAMS WEALTH MANAGEMENT, LLC
Disclosures:
Experience:
5 years
View Profile
GH

Giselle Lavonne Harlow

Gigi Lavonne Harlow, Giselle L Harlow, Gigi Lavonne White, Giselle Lavonne White
RR
CRD#: 2118377
Location:
Portsmouth, NH 03801
Company:
AMERICAN ELM DISTRIBUTION PARTNERS, LLC
Disclosures:
Experience:
33 years
View Profile
JL

Johnathan James Lamaster

John Lamaster, Johnathan Lamaster
RR
CRD#: 6459172
Location:
Portsmouth, NH 03801
Company:
AMERICAN ELM DISTRIBUTION PARTNERS, LLC
Disclosures:
Experience:
10 years
View Profile
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